Companies

Berkshire Hathaway

Mentioned in 81 analyzed podcast episodes across 10 shows

A major multinational conglomerate led by Warren Buffett's investment philosophy, known for disciplined capital allocation, long-term value investing, and a diversified portfolio of holdings spanning insurance, manufacturing, financial services, and technology. Frequently discussed in investment and business podcasts as a case study for wealth creation, incentive alignment, and holding company structure, with recent attention focused on leadership transition to CEO Greg Abel and portfolio adjustments including reduced stakes in Apple and Bank of America. The company's approach to circle of competence, knowledge-sharing through shareholder letters, and real-world asset investments serves as an influential model for institutional investors and business leaders.

Episode Mentions

The Tim Ferriss Show

The Tim Ferriss Show · Jul 16, 2026

#875: The Random Show — Tim and Kevin Talk Retreats, Mortality, AI Predictions, Supplements, Rock Climbing at (Almost) 50, and Not Waiting for “Someday”

Warren Buffett's investment philosophy referenced as model for consumer staples and predictable business selection

Meditation and Zen practice (koans, retreats, progressive skill development)AI model landscape and competitive positioning (OpenAI, Anthropic, Google, Grok)Psychedelic-assisted therapy for anxiety and cognitive disorders
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Bloomberg Daybreak: Europe Edition

Bloomberg Daybreak: Europe Edition · Jul 16, 2026

Economic Peril Warning, Hedge Funds Buy Alpha, England Exit World Cup

Warren Buffett announced plans to give away entire stake within 8 years to family charities, ending Gates Foundation partnership

US-Iran Military Escalation and Strait of Hormuz ClosureHedge Fund Talent Strategy and Alpha Capture ProgramsMethane Emissions Reporting and EU Environmental Regulation
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My First Million

My First Million · Jul 15, 2026

Howard Marks: 80 years of investing wisdom in 46 minutes

Warren Buffett's holding company; Marks had personal relationship with Buffett and collaborated on Osprey debt restructuring

AI Autonomy and Unpredictability in Investment Decision-MakingSecond-Level Thinking and Variant Perception in InvestingRaising Capital During Market Dislocations
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Jul 10, 2026

Mad Money w/ Jim Cramer 7/10/26

Acquired Precision Castparts, which had acquired Standard Press Steel; example of long-term value creation

Individual Stock Picking vs. Index FundsSecular Growth Stock InvestingPortfolio Construction (50/50 Index/Individual Split)
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Motley Fool Money

Motley Fool Money · Jun 9, 2026

Opportunities in Europe’s “Digital Sovereignty”?

Defensive holding mentioned as potential portfolio rotation option during elevated market valuations

Europe Digital SovereigntyEU Digital Privacy RegulationsSemiconductor Manufacturing Capacity
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The Journal.

The Journal. · Jun 9, 2026

Bill Gates’s Carefully Crafted Image Is Cracking

Warren Buffett's company; Buffett distanced himself from Gates following Epstein revelations

Billionaire Reputation ManagementPhilanthropic AccountabilityJeffrey Epstein Connections
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How I Invest with David Weisburd

How I Invest with David Weisburd · Jun 9, 2026

E386: Adams Street ($70B): Venture Capital Has a New Problem

Warren Buffett's compounding example showing power of long-term consistent investing and time diversification

Venture Capital Manager Selection and Due DiligencePortfolio Construction and Time Diversification in VCVenture Capital Persistence and Return Dispersion
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Prof G Markets

Prof G Markets · Jun 9, 2026

Why A Hot Jobs Report Spooked Wall Street

Warren Buffett's company receiving discounted share issuance from Google as part of capital raise strategy

Federal Reserve Policy and Interest Rate ExpectationsAI Stock Valuations and Rate SensitivityJobs Report Analysis and Labor Market Strength
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jun 3, 2026

Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Investment model being replicated through insurance operations and asset management strategy

Investment Philosophy EvolutionAI Business Model DisruptionMarket Valuation Opportunities
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TBPN

TBPN · Jun 2, 2026

Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN

Acquired Taylor Morrison homebuilder for $6.8B and invested $10B in Google at premium pricing

Google $80B equity fundraise strategyAI infrastructure capital requirementsBerkshire Hathaway housing market investment
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TBPN

TBPN · Jun 2, 2026

Google Taps Berkshire, Confidential IPO Filings, Putin's Longevity | Jack Doohan, Shreya Murthy, Nate Cavanaugh & Justin Fox, Thomas Mueller, Edward Kim, Brynn Putnam

Investing $10 billion in Google and acquiring Taylor Morrison Home Corporation for $6.8 billion

Google $80 billion equity raiseBerkshire Hathaway investment strategySpaceX IPO announcement
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Miracle Mentality with Tim Storey (Motivation, Self Help, and Mental Health)

Miracle Mentality with Tim Storey (Motivation, Self Help, and Mental Health) · May 25, 2026

Psychology of Change: What to Do When Life Doesn’t Go as Planned | Cassandra Worthy | Motivation | E41

Acquired P&G division where Worthy worked; represented major organizational change she navigated and reframed as opportunity

Change Management and Organizational TransformationEmotional Intelligence in LeadershipGrowth Mindset and Neuroplasticity
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Raging Moderates with Scott Galloway and Jessica Tarlov

Raging Moderates with Scott Galloway and Jessica Tarlov · May 18, 2026

Trump Cashes in on Thousands of Stock Trades While Americans Get Crushed

Portfolio comparison showing 300% gains vs. S&P 500's 200% in context of insider trading discussion

Presidential Insider Trading and Conflict of InterestStock Market Manipulation and Information AsymmetryRepublican Primary Loyalty Enforcement
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Acquired

Acquired · May 18, 2026

Vanguard

Warren Buffett's company; Buffett endorsed Vanguard and bet $1 million that index funds would beat hedge funds

Index fund creation and innovationMutual ownership corporate structureFee compression in asset management
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Motley Fool Money

Motley Fool Money · May 14, 2026

AI Is Supplying Blowout Earnings…Again

Recommended as positioned with $400B cash to capitalize on potential market downturn if AI bubble bursts

AI Infrastructure Build-out EconomicsNetworking Equipment Demand from HyperscalersOptical Component Supply Constraints
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What Bitcoin Did

What Bitcoin Did · May 13, 2026

The Bitcoin Treasury Machine | Harry Sudock & Rory Murray

Referenced as model for using financial arm (Geico insurance float) to fund operating businesses and amplify returns

Bitcoin Mining Economics and Difficulty AdjustmentAI Data Center Infrastructure and Power RequirementsBitcoin Treasury Management and Balance Sheet Strategy
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · May 12, 2026

Charles & Chase Koch on How They Quietly Built a $150B Empire

Compared to Koch Industries; noted as different model (independent silos vs. integrated capabilities) despite both being successful conglomerates

Principle-Based Management SystemsOrganizational Culture Transformation at ScaleCapability-Driven Diversification Strategy
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Excess Returns

Excess Returns · May 6, 2026

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

Referenced as example of major CEO transition post-Warren Buffett; discussed regarding operational improvement opportunities

Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges
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InvestTalk

InvestTalk · May 6, 2026

How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio

Down on earnings day; included in mixed earnings performance analysis

Stagflation Economics and Portfolio StrategyManufacturing Input Costs and Supply Chain InflationNegative Real Yields and Asset Allocation
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Ken McElroy Show

Ken McElroy Show · May 5, 2026

BREAKING: Warren Buffett Just Made Huge Prediction (Investors Beware)

Central focus of episode; hosts annual shareholder meeting with 40,000 attendees; holds $380-397B cash and major positions in insurance, utilities, transportation

Warren Buffett's inflation concerns and runaway inflation risk managementReal estate depreciation and tax benefits omitted from Buffett's public investment thesisBerkshire Hathaway's hidden real estate exposure through financing and manufacturing
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The Compound and Friends

The Compound and Friends · May 5, 2026

AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Post-Buffett era begins with Greg Abel as CEO; stock down 14% YTD while S&P up 28%; operating earnings strong but stock derated

Earnings Season Q1 2024 Performance and Estimates RevisionAI Infrastructure Capex and Economic Growth DriversSemiconductor Industry Demand Surge and Valuation Expansion
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声动早咖啡

声动早咖啡 · May 5, 2026

当基础任务逐渐被 AI 接管,人工智能正如何改变我们的第一份工作?

Under Tim Cook's management, Apple investment grew from $35B (2016-2018) to $185B

AI Integration in Entry-Level RolesConsulting Firm Recruitment ChangesCritical Thinking and AI Literacy
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Brew Markets

Brew Markets · May 5, 2026

Investing Like A Legend & Is Beer Back?

New CEO Greg Abel held first shareholder meeting, signaling potential technology portfolio shift with $397B cash

Legendary Investor ETF StrategiesStock Picker's Market DynamicsMag7 Concentration Risk
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The Joe Rogan Experience

The Joe Rogan Experience · May 5, 2026

#2494 - Chamath Palihapitiya

Referenced through Buffett and Munger as example of long-term value creation and disciplined capital allocation

Attention as Core Economic MechanismAI Alignment and SafetyLabor-Capital Inequality and Taxation Reform
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The Rundown

The Rundown · May 5, 2026

Palantir Crushes Earnings, Apple in Talks with Intel

Referenced as the type of company Michael Burry believed Ryan Cohen would transform GameStop into

Palantir Earnings and ValuationApple Supply Chain DiversificationTSMC Manufacturing Dependency
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The Real Investment Show Podcast

The Real Investment Show Podcast · May 5, 2026

5-5-26 Investing vs Trading - Finding the Balance

Warren Buffett holds $394B cash; discussed as example of disciplined investor unable to deploy capital at reasonable valuations

Investing vs. Trading PsychologyZero-Day Expiration Options TradingPrediction Markets and Gambling Regulation
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Unchained

Unchained · Apr 29, 2026

How Microsoft Won the OpenAI Fight as Markets Rally on Iran

Example of undervalued business with strong fundamentals trading below historical valuations despite market all-time highs

Iran Nuclear Negotiations and Strait of Hormuz BlockadeMicrosoft-OpenAI Partnership RestructuringTech Earnings Season Expectations (Microsoft, Google, Amazon, Apple)
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Prof G Markets

Prof G Markets · Apr 27, 2026

Two Months In: Why Markets Stopped Caring About Iran

Warren Buffett stepped down as CEO after 60+ years; major CEO succession event of 2026

Iran Conflict Market ImpactTech Sector Earnings ResilienceCEO Leadership Attributes and Succession
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פודקאסט שולחן 4

פודקאסט שולחן 4 · Apr 24, 2026

פרק 52:השחמט של טראמפ, הרובוטים מחליפים עובדים, פלנטיר, השקעה מפתיעה של ברקשיר

Warren Buffett's holding company; discussed for investment strategy under new CEO Greg Abel and media acquisitions

Strait of Malacca geopolitical chokepoint and global trade vulnerabilityHumanoid robotics development and commercialization timelinePalantir Technologies and defense data integration
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The Information's TITV

The Information's TITV · Apr 23, 2026

Ross Gerber on Elon Musk & Tesla’s 16% Revenue Growth, Google Cloud Next Conference, AI Insurance

Referenced as comparison model for potential integrated Elon Musk technology empire

Tesla Q1 Earnings and Accounting PracticesElon Musk's Management Style and StressAI Hardware Manufacturing and Chip Fabrication
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Motley Fool Money

Motley Fool Money · Apr 22, 2026

SpaceX Goes on $60 Billion AI Buying Spree

Referenced as partner in failed 'super friends' healthcare initiative with Amazon and J.P. Morgan a decade ago

GLP-1 medication distribution and telehealth competitionAmazon pharmacy expansion strategyHealthcare supply chain disruption
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Unchained

Unchained · Apr 22, 2026

Strategy's Preferred Stock Is Now a Stablecoin. And DeFi Has a Security Problem.

Reinsurance model cited as template for DeFi insurance underwriting and risk assessment

Yield-bearing stablecoins and regulatory classificationMicroStrategy preferred stock (STRC) as collateral for onchain yieldLayer Zero bridge security and DVN configuration standards
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Squawk Pod

Squawk Pod · Apr 21, 2026

President Trump: We’re Going to End Up with A Great Deal 4/21/26

Warren Buffett praised Tim Cook; Apple is Berkshire's largest shareholding; Buffett says Cook earned more for Berkshire than he did

Iran Nuclear Negotiations and Military StrategyFederal Reserve Chair Confirmation and Monetary Policy IndependenceApple CEO Succession and AI Strategy
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

$300B cash position; not deploying due to valuation metrics at all-time highs; waiting for market correction

OpenAI vs Anthropic competitive dynamics and growth rate comparisonEnterprise AI revenue models and metered token pricingData center infrastructure constraints and NIMBY opposition
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The Ezra Klein Show

The Ezra Klein Show · Apr 17, 2026

Our Tax System Should Make You Furious

Warren Buffett's company; ProPublica investigation revealed Buffett paid 0.1% effective tax rate despite massive wealth

Capital Gains Tax Rates and Preferential TreatmentStock Buyback Mechanics and Tax AvoidanceEstate Tax Loopholes and Dynasty Trusts
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Apr 15, 2026

Welcome to AI in the AM: RL for EE, Oversight w/out Nationalization, & the first AI-Run Retail Store

Warren Buffett's investment firm discussed as example of long-term macro strategy and capital deployment challenges

Reinforcement Learning for Hardware DesignPCB Layout Optimization and Auto-RoutingAI Constitutional Governance and Independent Oversight
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 7, 2026

Stocks Mixed Ahead Of Hormuz Deadline… And The Impact On Oil Prices 4/7/26

Warren Buffett holding $380 billion cash; positioning for potential market dislocation or valuation reset

Iran Nuclear Negotiations and Strait of Hormuz ClosureOil Price Volatility and Energy Market Risk PremiumApple Foldable iPhone Production Delays
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Motley Fool Money

Motley Fool Money · Apr 7, 2026

Breaking Down Jamie Dimon’s Investing Letter

Referenced as comparison point for Warren Buffett's shareholder letters and investment philosophy

Jamie Dimon's 2024 Shareholder Letter AnalysisPrivate Credit Market Risks and CompetitionPrivate Equity Hold Period Extensions
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 7, 2026

Is Apple Rebounding or in Trouble? 4-7-26

Warren Buffett's company discussed for reducing its largest stock position in Apple over recent years

iPhone 17 sales performance vs iPhone 16Apple stock price volatility and year-to-date performanceiPhone revenue concentration risk (50% of total revenue)
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Motley Fool Money

Motley Fool Money · Apr 3, 2026

A $2 Trillion IPO & the Space Economy

Energy exposure and stock buybacks signal confidence in Greg Abel transition; largest portfolio holding

Oil Futures Markets and BackwardationStrait of Hormuz Geopolitical RiskSpaceX IPO Valuation and Structure
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Pivot

Pivot · Apr 3, 2026

Iran War Spin, Trump's Legal Losses, and TMZ Targets Politicians

Scaramucci holds as core portfolio position; Buffett historically skeptical of internet and crypto investments

Iran military escalation and ground troop deployment strategyTrump executive orders and constitutional challengesBirthright citizenship and 14th Amendment interpretation
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Motley Fool Money

Motley Fool Money · Apr 2, 2026

“Alexa, Let’s Go to Outer Space”

Referenced for Warren Buffett's annual shareholder letters as educational resource for beginner investors

Space Industry Investment and IPOsSatellite Internet Deployment and CompetitionSpectrum Licensing and Regulatory Strategy
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TBPN

TBPN · Apr 2, 2026

Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN

Todd Combs served as CEO of GEICO insurance unit before joining JPMorgan Chase

Artemis II Moon Launch and NASA MissionCommercial Space Exploration and Lunar EconomyJPMorgan Chase American Dream Initiative
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Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin · Mar 16, 2026

7 Investing Lessons from Warren Buffett

Buffett's investment company delivering 20% annual returns since 1965, now led by Greg Abel

Warren Buffett investing philosophyValue investing strategiesEconomic moats and competitive advantages
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Motley Fool Money

Motley Fool Money · Mar 2, 2026

NASA Doubles Down on the Moon

Trillion-dollar conglomerate undergoing leadership transition from Warren Buffett to Greg Abel as new CEO

Berkshire Hathaway Leadership TransitionWarren Buffett CEO Succession PlanningGreg Abel Management Philosophy
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 28, 2026

Mad Money w/ Jim Cramer 2/27/26

New CEO Greg Abel to present at shareholder meeting; expected to adopt lower-key style than predecessor

Data Center Construction EconomicsPrediction Markets vs. Sports BettingTech Stock Selloffs and Sector Rotation
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Motley Fool Money

Motley Fool Money · Feb 27, 2026

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Discussed as potential acquirer of PayPal to leverage cash generation and financial services expertise

Streaming Industry M&A and ConsolidationNVIDIA GPU Market Dominance and CompetitionAI Infrastructure Capital Expenditure Trends
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9to5Mac Daily

9to5Mac Daily · Feb 26, 2026

A18 MacBook rumors, more

Trimmed Apple stake by 4% in Q4 2025; Apple remains largest holding at $62 billion under new CEO Greg Abel

Apple Inverse.io AcquisitionPhotonics and Optical Design TechnologyAI-Guided Hardware Optimization
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Feb 26, 2026

Berkshire Hathaway & Their Big Holdings 2-26-26

Primary focus of episode; major institutional investor reducing Apple and Bank of America stakes while increasing American Express

Berkshire Hathaway Portfolio StrategyApple Stock Holdings and ValuationBank of America Position Reduction
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Masters in Business

Masters in Business · Feb 26, 2026

At The Money: Diversifying with Managed Futures ETFs

Referenced via Warren Buffett quote about portfolio allocation preferences and risk tolerance

Managed Futures StrategiesHedge Fund ReplicationPortfolio Diversification
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